Toronto, Ontario, Canada
I am an experienced impact investing professional with a decade of expertise in integrating financial and social considerations into investment strategies. I lead the screening and due diligence of private investment opportunities and monitor both financial and impact performance across portfolios post-investment. The statements, views and opinions expressed in my LinkedIn profile and related articles represent my own views.
• Leads deal-making, investment underwriting, structuring, negotiation, and execution at the fund investment level across venture capital, private equity, private debt, and real assets. • Serves in governance roles, including participation in Limited Partner Advisory Committees (LPACs), with exposure to fund oversight, governance frameworks, and performance dynamics. • Executes and reviewes fund structures, limited partnership agreements, governance terms, and related investment documentation. • Implementes high-standard impact diligence and monitoring processes to assess investment alignment, outcomes, and ongoing performance. • Manages complex stakeholder relationships with fund managers, institutional partners, and other key counterparties.
• Conducting investment screening, due diligence and monitoring for various client mandates , including Social Finance Fund, across multiple asset classes, aligned with UN SDGs • Impact monitoring and reporting to generate decision-making useful insights through visual and written materials and supporting client services team with quarterly and annual impact reports • Leading the project plan and implementation of the first impact software of Rally to centralize impact data management • Implementing and developing an in-house impact measurement and management methodology, incorporating external standards and frameworks such as Impact Management Project and IRIS+ taxonomy
• Impact analysis, measurement and reporting working closely with internal portfolio managers and fund managers of Rally's investees. Managed relationships with 60+ fund managers for impact reporting • Produced and presented annual impact reports for all clients, covering various impact mandates • Led the project plan for the implementation of an investment research and CRM software
•Producing the 2023 Edition of the National Ecological Footprint and Biocapacity Accounts using large databases from the World Bank, International Energy Agency, UN agencies and IMF • Developing the first analytical forecast methodology for the carbon footprint of 160 countries
• Core responsibility focused on project finance of greenfield renewable energy and utility distribution projects. Work covered the financing of over 1 GW of renewable assets through project finance loans, equity investments and corporate bond issuances • Delivering executive-level internal approval documentation and financial models to senior management at all stages of the transaction: origination, due diligence, legal documentation, closing and monitoring • Conducting investment screening for alignment with the green and social transition mandates • Developing financial models from scratch, reviewing and revising the third-party models for valuation and sensitivity analysis
• Building comprehensive valuation models to provide investment advice • Conducting buy-side equity research to provide investment recommendations to the portfolio managers